▸ Delivery Workflow — 4 Steps
1
Dispatcher
Request appointment
Pending
2
Coordinator
Confirm yard + time slot
Scheduled
3
Gate Marshal
Driver arrives — check in
On Site
4
Yard Lead
Quantities + photos + signed BOL → PDF
Complete
▸ Start Here — Appointment Request
Dispatcher / Carrier
Requests delivery appointments — external trucking companies and dispatchers
External
📬
→
Request Appointment
Submit a delivery request with your PO number, BOL, and preferred date. You'll receive a confirmation email once scheduled.
PO · BOL · Email
📌
Gate Instructions
✓ Arrive within your scheduled window
✓ Have your BOL ready at the gate
✓ Follow Gate Marshal directions to your assigned yard
✓ Early arrivals may be held at the gate
✓ Have your BOL ready at the gate
✓ Follow Gate Marshal directions to your assigned yard
✓ Early arrivals may be held at the gate
Coordination & Scheduling
Logistics Coordinator
Confirms delivery appointments and assigns yards and time slots
Office
Field Operations
Gate Marshal
Receives trucks at the site entrance — check trucks in only. Yard Lead handles receipt and completion.
Field
Yard Lead
Receives and counts material — one lead per yard, rotates daily
Field
📋
→
Yard Receipt
Open from the On Site queue. Enter good and damaged quantities, add packing slip and cargo photos.
Quantities · Photos
↔️
→
Material Transfer
Issue or return materials between yards and teams. Generates a signed transfer PDF.
Issue · Return · Sign
📥
→
Receipt Outside of an Appointment
Use this form to log a delivery that was not scheduled through the appointment system.
Standalone
Live Dashboards
Delivery Schedule
📅
↗ Opens Full Screen
Today's Deliveries
Opens the Delivery Schedule board in Monday.com. Filter by today's date for a full-screen view.
Logistics · Delivery Schedule
📆
↗ Opens Full Screen
Tomorrow's Deliveries
Opens the Logistics Overview dashboard in Monday.com for planning and staffing awareness.
Logistics · Overview Dashboard
🔬
→
QC Analytics
Nonconformance KPIs — active NCRs, SLA breaches, on-time closure rate, cost impact, and concealed-damage claim status.
Quality · Nonconformance Log